Investment & Personal Banking Specialist - Plaza Glenwood, Gatineau, Qc

Job Description

<p><h3>Business Systems Analyst - Wealth Management, Trading</h3>
<p>Posted 14 days ago</p>
<p>WORK MODE: MINIMUM 4 DAYS ONSITE REQUIRED</p>
<p>We are seeking a highly skilled Business Systems Analyst to join our team.</p>
<h3>Key Responsibilities</h3>
<ul>
<li>Collaborate with business stakeholders, solution architects, and development teams to gather and translate requirements for transitioning legacy wealth management systems to modern platforms.</li>
<li>Act as a liaison between business users and technical teams, ensuring smooth communication and solution delivery.</li>
<li>Work with development teams to implement integration solutions, ensuring they meet business requirements and align with organizational standards.</li>
<li>Work closely with product owners and scrum teams to define epics, user stories, and acceptance criteria in Agile environments.</li>
<li>Investigate and resolve integration‑related defects, providing timely and effective support.</li>
</ul>
<h3>Must Have Requirements</h3>
<ul>
<li>Minimum 5 years of experience as a Business Systems Analyst, focusing on Finance and wealth advisory domains.</li>
<li>Proven experience on digital transformation or core system modernization initiatives.</li>
<li>Strong understanding of microservices, APIs, cloud‑native architecture, and integration patterns.</li>
<li>Solid knowledge of investment products and services (equities, fixed income, mutual funds, ETFs, etc.).</li>
</ul>
<h3>Mandatory Technical & Functional Skills</h3>
<ul>
<li>Advisor and discount brokerage experience in Domestic and International EQ Trading, Fidessa, FIX, Foreign Exchange, stock symbols and their identifiers (SEDOL, ISIN, etc.).</li>
<li>Account Positions – real‑time position updates, margin calculations, concentration loan value.</li>
<li>Account Activity – real‑time updates for various transactions (order execution, funds transfers, security transfer in/out, dividends, credit issues, buy‑ins and sell‑outs).</li>
<li>Crisis Management – failover to redundant path, outage processes, mitigating financial and reputational risk to firms.</li>
<li>Data Analysis and Data Mapping – good experience with SQL, Excel.</li>
<li>Broadridge Financial Systems brokerage functions (or equivalent vendor used as Book of Record).</li>
<li>Investigation, Analysis, Requirements – pristine documentation for analysis and requirements.</li>
<li>Administrative Tasks – taking minutes, booking meetings, sprint planning sessions, etc.</li>
<li>AMF daily stand‑ups, sprint planning, grooming, sprint 0, JIRA User Stories, Confluence – ability to break down stories into one sprint.</li>
<li>Fast‑paced Environment – candidate should manage multiple projects concurrently.</li>
</ul>
<h3>Preferred Qualifications</h3>
<ul>
<li>Quick learner, good multitasker who manages multiple projects simultaneously.</li>
<li>Prior RBC or RBC Wealth experience – ideal.</li>
<li>Agile or Scrum certification (CSPO, SAFe) or business analysis certification (CBAP, PMI‑PBA).</li>
<li>Exposure to regulatory frameworks (SEC, FINRA, MiFID II) and data privacy compliance (GDPR, CCPA).</li>
</ul>
<h3>IT Risk Analyst</h3>
<p>Posted 25 days ago</p>
<h3>Location</h3>
<p>Toronto (minimum 4 days onsite); responsibilities across UK, Toronto, India.</p>
<h3>Role Overview</h3>
<p>The IT Risk Analyst will be responsible for reviewing, documenting, and managing IT risk findings across multiple regions. This role requires a senior, independent professional with a strong understanding of IT risk standards, audit processes, and the ability to challenge and improve risk management practices.</p>
<h3>Key Responsibilities</h3>
<ul>
<li>Review and assess IT risk findings: evaluate findings created by application teams, focusing on non‑compliance issues (e.g., NPIDs, vulnerabilities, DLP, expired passwords).</li>
<li>Ensure findings are properly documented and milestones for remediation are tracked and addressed.</li>
<li>Play a review role rather than direct remediation; ensure standards are followed and findings are closed appropriately.</li>
<li>Work closely with internal and external auditors, project teams, and operational risk teams to provide evidence and meet audit requirements.</li>
<li>Facilitate audits, including application security, data security, IAM, PAM, and compliance (e.g., GDPR, NYDF).</li>
<li>Coordinate quarterly/monthly governance calls to highlight risk issues and progress.</li>
<li>Support project risk assessments, including preparing and reviewing documents such as IRP, IT Risk Triage, and related artifacts.</li>
<li>Collaborate with PMs, tech leads, and custodians to ensure risk documentation is complete and accurate.</li>
<li>Ensure effective communication with application teams, auditors, and stakeholders regarding risk findings and remediation plans.</li>
<li>Make teams accountable for addressing findings and ensure timely follow‑up.</li>
<li>Identify gaps in current risk management practices and propose improvements.</li>
<li>Support the development and refresh of risk integration activities, crown jewel reviews, and app lists.</li>
</ul>
<h3>Preferred Qualifications</h3>
<ul>
<li>Prior experience in banking, finance IT, or wealth management risk functions.</li>
<li>Familiarity with Archer, Tableau, and other risk management/reporting tools.</li>
<li>Experience working with global teams and managing cross‑regional risk activities.</li>
</ul>
<h3>Administrative Assistant (Financial Services / Advisor Support)</h3>
<p>Posting details: hourly salary $27‑29, 19‑month contract, full‑time 37.5 hours/week; hybrid role – 3 days in Ottawa office.</p>
<h3>Responsibilities</h3>
<ul>
<li>Act as the first point of contact for clients, answering questions and addressing service needs.</li>
<li>Assist with account maintenance, including updating client information, processing requests, and executing transactions.</li>
<li>Schedule and coordinate client meetings, preparing necessary documentation and reports.</li>
<li>Respond promptly to client inquiries via phone, email, or in‑person interactions, ensuring excellent customer service.</li>
<li>Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.</li>
<li>Handle incoming correspondence, prioritize, and distribute to the appropriate team members.</li>
<li>Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.</li>
<li>Prepare client reports, statements, and presentations for meetings.</li>
<li>Ensure all documentation is properly filled out, signed, and filed in compliance with regulatory standards.</li>
<li>Stay updated on regulatory changes and work with the compliance department to ensure adherence.</li>
<li>Assist in preparing for audits and regulatory reviews.</li>
<li>Process account openings, transfers, and updates.</li>
<li>Handle submission of trade orders under the direction of the investment advisor and monitor account activities for accurate execution.</li>
<li>Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.</li>
<li>Gather and organize financial data and research for advisor review.</li>
<li>Support in preparing investment reports and analysis for clients.</li>
</ul>
<h3>What you will need to succeed</h3>
<ul>
<li>Undergraduate degree (strongly preferred).</li>
<li>Previous experience in a similar role, preferably within the financial industry.</li>
<li>Expert proficiency in Microsoft programs (Outlook/Teams/Word/Excel/PowerPoint).</li>
<li>Fluent in CRM/Salesforce; Power BI is an asset.</li>
<li>Exceptional organizational and time‑management skills.</li>
<li>Excellent verbal and written communication skills.</li>
<li>Strong attention to detail and ability to prioritize tasks effectively.</li>
<li>Proven ability to work in a team environment.</li>
<li>Discretion and the ability to handle sensitive information with integrity.</li>
<li>Knowledge of financial terminology and concepts – a plus, but not required.</li>
<li>Ability to build effective partnerships.</li>
<li>Unwavering curiosity and a passion for learning.</li>
</ul>
<h3>Salesforce QA</h3>
<p>Posted 7 days ago – minimum 4 days onsite, Toronto.</p>
<h3>Role Overview</h3>
<p>Perform functional and configuration testing on Salesforce CRM applications. Preferred experience with FSC Financial Services Cloud.</p>
<h3>Key Responsibilities</h3>
<ul>
<li>Configure and validate Salesforce components such as Roles, Profiles, Permission Sets, Groups, Triggers, and Execution Batches.</li>
<li>Conduct manual and automation testing for Force.com custom applications.</li>
<li>Write and execute SOQL and SOSL queries for data validation and testing.</li>
<li>Design, create, and manage test cases, test data, and test progress metrics using qTest, JIRA, ALM.</li>
<li>Develop and maintain automated test scripts using Playwright, Selenium, Provar, and other automation frameworks.</li>
<li>Perform API testing using Rest Assured or Postman.</li>
<li>Design and build scalable automated test frameworks for web, mobile, and API layers.</li>
<li>Maintain source code management using Git; ensure adherence to best practices.</li>
<li>Collaborate with cross‑functional teams to ensure quality standards and timely delivery.</li>
</ul>
<h3>Required Skills & Qualifications</h3>
<ul>
<li>At least 10 years of experience in Salesforce CRM testing and automation.</li>
<li>Strong functional knowledge of Salesforce (Sales, Service, or Marketing Cloud).</li>
<li>10+ years of experience in Web, Mobile UI, and API Automation.</li>
<li>High‑level expertise in Java, with clear understanding of OOP concepts.</li>
<li>Hands‑on experience with automation tools: Selenium, Playwright, Provar, Rest Assured.</li>
<li>Proficiency in SOQL/SOSL queries for Salesforce data validation.</li>
<li>Experience with Test Management tools: ALM, JIRA, qTest, Confluence.</li>
<li>Knowledge of CI/CD pipelines and automation integration (Jenkins preferred).</li>
<li>Familiarity with GenAI tools such as GitHub Co‑Pilot.</li>
<li>Strong analytical, problem‑solving, and communication skills.</li>
</ul>
<h3>What Locations Can I Find These Jobs In?</h3>
<p>Available in Canada; specific locations include Toronto, Gatineau, Ottawa, and potentially other Canadian cities.</p>
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